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Vertiv Stock Slides After TD Cowen Flags Slower Data Center Equipment Purchasing As Negative For Company — But Retail’s Optimistic
March 26, 2025
TD Cowen reportedly added that hyperscale redesigns for higher densities are slowing down DC equipment purchasing, which the firm views negatively for orders in the first half of 2025 for Vertiv.
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Rivian Spins Off Micromobility Business Into New Company ‘Also’: Retail’s Elated
March 26, 2025
Rivian will retain a substantial minority ownership stake in Also, and CEO RJ Scaringe will serve as chairman of the company’s Board of Directors.
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Stocktwits
Palo Alto Stock’s Retail Followers Cheer New NHL Partnership, But Shares Slip Amid Tech Sell-Off
March 26, 2025
Palo Alto will provide the NHL network security with its next-generation firewalls, cloud security, and artificial intelligence-powered security operations.
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Stocktwits
Cintas Stock Soars 9% On Q3 Earnings Beat, Revised Guidance — Retail Sentiment Hits Year-High
March 26, 2025
Cintas raised its fiscal 2025 diluted EPS guidance from a range of $4.28 to $4.34 to a range of $4.36 to $4.40.
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Earnings
Exposures
Financial
Allurion Stock Tumbles Over Disappointing Quarterly Earnings, Revenue Guidance – But Retail’s Not Concerned
March 26, 2025
Allurion attributed the fall in Q4 revenue to a temporary suspension of sales in France, coupled with macroeconomic headwinds in certain markets, which caused lower reorder rates.
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Stocktwits
Paychex Stock Declines Pre-Market Despite Positive Q3 Earnings — Retail’s Unimpressed
March 26, 2025
Revenue rose 5% to $1.509 billion, mostly aligning with a Street expectation of $1.508 billion.
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Stocktwits
Qualcomm Reportedly Takes Antitrust Battle Against Arm To Regulators in US, Europe, Korea – Stocks Dip, Retail Traders Skeptical
March 26, 2025
Arm has pushed back against the accusations, calling Qualcomm’s latest actions “nothing more than a desperate attempt” to gain competitive advantage.
Via
Stocktwits
Cisco Stock’s Gains ‘May Creep Up On You’ In 2025, Says Melius Research Citing 3 Key Reasons – Retail’s Bullish
March 26, 2025
Melius sees the collaboration between Nvidia and Cisco as a significant opportunity for the company, stating it now has "a shot to be on the right side of AI in the enterprise."
Via
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Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Alphabet In Spotlight After Nielsen Says YouTube Captured 11% Of TV Viewership In February: Retail Turns Neutral
March 26, 2025
YouTube viewing by adults over 65 has nearly doubled over the last two years, and this demographic now contributes a viewing contribution similar to kids’.
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REX Stock Draws Investor Attention After Q4 Earnings, Revenue Top Wall Street Estimates: Retail’s On Wait-And-Watch Mode
March 26, 2025
CEO Zafar Rizvi acknowledged the weaker crush spread environment, similar to what was seen during the fourth quarter, continuing into the first quarter of 2025.
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Stocktwits
Tesla Stock In Spotlight After EV Giant Announces Saudi Arabia Launch In April: Retail Sentiment Brightens
March 26, 2025
While signing up for the event, interested individuals can choose which Tesla vehicle interests them out of the Model Y, Model 3, and Cybertruck.
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Stocktwits
Smithfield Foods Stock Slips Despite Q4 Earnings Beat: Retail Bearishness Softens
March 26, 2025
The company saw record profits in its Packaged Meats segment, growth in Fresh Pork segment and a $600 million increase in Hog Production segment profitability.
Via
Stocktwits
Kroger Countersues Albertsons Over Merger Breakdown, Citing 'Misguided' Campaign — Retail Sentiment Perks Up
March 26, 2025
The alleged misconduct, Kroger said, included Morris's “secret communications” with C&S's CEO and others to advance Albertsons's strategy.
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Carvana Shares Surge After Morgan Stanley Upgrade: Retail Remains Bullish
March 26, 2025
Sentiment on Stocktwits inched up in the ‘bullish’ zone on Tuesday.
Via
Stocktwits
Rivian Confirms R2 Deliveries Next Year, Retail Bulls Extend Their Ride After Stock's 3-Day Rally
March 26, 2025
To accommodate R2 production, Rivian is constructing a new 1.1 million square-foot building for body shop and general assembly operations, along with additional structures for paint, battery, and...
Via
Stocktwits
McCormick Stock In Spotlight After Q1 Earnings Miss, But Retail’s Bullish
March 25, 2025
Summary: Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bullish’ a day ago
Via
Stocktwits
Topics
Earnings
Exposures
Financial
Cassava Sciences Stock Drops Over 30% After Alzheimer’s Drug Fails Study – But Retail Remains Hopeful
March 25, 2025
The drug showed no treatment benefit for patients in the study called REFOCUS-ALZ, the company said, while adding that the Alzheimer’s disease development program with Simufilam will be discontinued by...
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Lemonade Draws Retail Cheer On $1B In Force Premium Milestone, Announces Launch Of Lemonade Car in Colorado
March 25, 2025
Lemonade achieved the IFP milestone in 8.5 years of selling its first policy, marking an approximate 150% compound annual growth rate.
Via
Stocktwits
Boeing Stock Rises On Record Production Of Patriot Advanced Capability-3 Seekers In 2024 — Retail Optimism Surges
March 25, 2025
Boeing plans to expand seeker production in 2025 and increase its growth in the years ahead to meet increasing defense and security needs globally.
Via
Stocktwits
Merck Enters $2B License Agreement With China-Based Hengrui Pharma For Heart Disease Drug: Retail’s Unswayed
March 25, 2025
The Chinese company will receive $200 million upfront and will be eligible to earn up to $1.77 billion in milestone payments and royalties on net sales of the drug, if approved.
Via
Stocktwits
American Water Stock Heads For Sixth Straight Day Of Losses Despite CEO Unveiling $40B Upgrade Plan – Retail Remains Bullish
March 25, 2025
The company’s planned $40 billion to $42 billion investment aims to modernize aging systems and ensure "safe, clean, reliable, and affordable" water services.
Via
Stocktwits
CorMedix Stock Loses Almost A Third Of Its Market Cap After Downbeat H1 Revenue Outlook – But Retail Shrugs It Off
March 25, 2025
The company reported earnings of $0.22 per share compared with a loss of $0.26 per share in the corresponding period of 2023, owing to the launch of its lead product, DefenCath.
Via
Stocktwits
Affirm Holdings Deepens Agreement With JP Morgan Payments — Retail Sentiment Dips But Stays Bullish
March 25, 2025
The agreement will make Affirm’s solutions available to J.P. Morgan Payments’ network of merchants and enable U.S. merchants using its Commerce Platform to offer the buy-now-pay-later provider’s...
Via
Stocktwits
Tesla Stock In Spotlight After FBI Launches Task Force To Probe Attacks: Retail Turns Bullish
March 25, 2025
FBI Director Kash Patel took to X to term the attacks on Tesla as “domestic terrorism.”
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KULR Technology Stock Jumps After Buying 56 Bitcoin For $5M – Retail Bullish But Debates Strategy
March 25, 2025
The company’s latest Bitcoin buy brings its total holdings to 668 BTC, valued at around $58 million.
Via
Stocktwits
United Airlines Breaks Ground On New $177M Facility, Opens New Technical Operations Training Center — But Retail Stays Bearish
March 25, 2025
The airline expects the new $177 million Ground Service Equipment maintenance facility to open in 2027.
Via
Stocktwits
Cloudflare Stock Jumps Pre-Market After BofA Issues Double Upgrade Citing AI And Security Gains – Retail Turns Bullish
March 25, 2025
BofA placed a "high probability" on Cloudflare emerging as a leader in AI-as-a-Service.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Honeywell Announces New CEO And CFO For Advanced Materials Business: Retail Outlook Improves
March 25, 2025
Honeywell named David Sewell President and CEO of the Advanced Materials business, effective immediately, and Tina Pierce as CFO, effective May 1, 2025.
Via
Stocktwits
Tesla Registrations Drop In Europe In February Despite Rising EV Popularity, But Retail’s Optimistic
March 25, 2025
According to European Automobile Manufacturers Association data, Tesla registrations dropped 40% in February and 42.6% year-to-date compared to corresponding periods last year.
Via
Stocktwits
Nvidia Stock Falls Pre-Market After Reports of US Tightening Trade Controls And Intensifying Lobbying Efforts — Retail Remains Cautiously Optimistic
March 25, 2025
According to a Bloomberg report, Nvidia, Oracle, and other industry leaders have been lobbying the Trump administration to roll back the AI diffusion rule entirely.
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Artificial Intelligence
Government
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Artificial Intelligence
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